Institutional Ownership Truist Financial Corp (TFC)
This table provides information about the institutional ownership of Truist Financial Corp (TFC). We have compiled data on the 1,696 institutions that hold shares in the stock, with a total of 953 Million shares, which have been reported (via 13F filing form) to have a value of $45.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 04, 2024 Q3 2024 |
24,791
shares
|
$1.17 Million
0.06% of portfolio
|
Q3 2024
Added 10.65%
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
24,734
shares
|
$1.17 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bridges Investment Management Inc
|
Feb 05, 2025 Q4 2024 |
24,681
shares
|
$1.17 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
24,642
shares
|
$1.17 Million
0.0% of portfolio
|
Q4 2024
Reduced 25.92%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
24,606
shares
|
$1.16 Million
0.03% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
24,582
shares
|
$1.16 Million
0.02% of portfolio
|
Q3 2024
Added 19.72%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jan 27, 2025 Q4 2024 |
24,538
shares
|
$1.16 Million
0.14% of portfolio
|
Q4 2024
Added 4.62%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
24,435
shares
|
$1.16 Million
0.07% of portfolio
|
Q3 2024
Added 33.81%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Jan 29, 2025 Q4 2024 |
24,293
shares
|
$1.15 Million
0.14% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
24,264
shares
|
$1.15 Million
0.34% of portfolio
|
Q4 2023
Added 13.57%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
24,205
shares
|
$1.15 Million
0.04% of portfolio
|
Q4 2024
Reduced 12.23%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
24,058
shares
|
$1.14 Million
0.04% of portfolio
|
Q4 2024
Reduced 72.51%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
23,885
shares
|
$1.13 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
23,873
shares
|
$1.13 Million
0.26% of portfolio
|
Q3 2024
Reduced 18.74%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
23,822
shares
|
$1.13 Million
0.0% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
23,746
shares
|
$1.12 Million
0.11% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Oct 09, 2024 Q3 2024 |
23,726
shares
|
$1.12 Million
0.77% of portfolio
|
Q3 2024
Added 5.78%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
23,581
shares
|
$1.12 Million
0.03% of portfolio
|
Q4 2024
Added 148.53%
|
|
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
Nov 13, 2024 Q3 2024 |
23,519
shares
|
$1.11 Million
0.91% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
23,359
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2024
Added 36.39%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Feb 05, 2025 Q4 2024 |
23,120
shares
|
$1.09 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Widmann Financial Services, Inc.
|
Nov 14, 2024 Q3 2024 |
23,030
shares
|
$1.09 Million
0.75% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
22,963
shares
|
$1.09 Million
0.46% of portfolio
|
Q1 2024
Added 0.16%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
22,954
shares
|
$1.09 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.28%
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
Dec 03, 2024 Q3 2024 |
22,923
shares
|
$1.09 Million
0.05% of portfolio
|
Q3 2024
New holding
|